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makapoor Vertical-based hierarchy
We are an IT services company and we use Salesforce for lead and opportunity management internally. Our organization structure was recently changed from a regional hierarchy to a vertical-based hierarchy (Mfg, Lifescience, Software, Gaming) and we would like to change our regional hierarchy in salesforce to reflect our new vertical-based structure.
What is the best way to implement this in salesforce? Has anyone implemented such a structure using salesforce?
Thanks.
jkuceraI can't speak well to oppty territory reassignment, but for leads using assignment rules is a good way to manage this change. You can change the rule sets either with the point & click tools in the app or by downloading to csv, editing, & re-uploading using the Data Loader.